+743.4%
AXTI vs KKR
+64.7%
+678.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +5.1% | -6.2% | +11.3% | +8.9% |
| 30D | -17.5% | -8.9% | -8.6% | -13.8% |
| 3M | -26.7% | +6.3% | -32.9% | -30.5% |
| 6M | +36.8% | +16.5% | +20.3% | +21.0% |
| YTD | +296.1% | -20.3% | +316.4% | +337.9% |
| 1Y | +1,810.6% | -29.8% | +1,840.4% | +2,186.0% |
| 3Y | +2,587.6% | +63.2% | +2,524.4% | +1,815.7% |
| All | +743.4% | +64.7% | +678.6% | +462.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling